Beirne Wealth Consulting Services, LLC Portfolio Holdings

Beirne Wealth Consulting Services, LLC

  • $281 Billion
  • Q1 2025

Beirne Wealth Consulting Services, LLC has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $281 Billion distributed in 102 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $45.7B, Ishares Russell 1000 Val ETF with a value of $33.3B, Vanguard Ftse Developed Market with a value of $19.9B, Ishares Tr with a value of $19.5B, and Ishares Core S&P 500 ETF with a value of $12.2B.

Examining the 13F form we can see an increase of $3.39B in the current position value, from $277B to 281B.

Below you can find more details about Beirne Wealth Consulting Services, LLC portfolio as well as his latest detailed transactions.

Portfolio value $281 Billion
ETFs: $245 Billion
Technology: $8.83 Billion
Financial Services: $6.92 Billion
Basic Materials: $4.91 Billion
Energy: $4.83 Billion
Healthcare: $3.22 Billion
Consumer Cyclical: $1.93 Billion
Communication Services: $1.38 Billion
Other: $2.14 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.2T
$3.82 Billion 1.36% of portfolio
17,210
Q1 2025 Added 4.5%
$3.25T
$3.45 Billion 1.23% of portfolio
9,183
Q1 2025 Added 2.42%
$80.4B
$2.33 Billion 0.83% of portfolio
16,987
Q1 2025 Added 0.65%
$1.9T
$1.93 Billion 0.69% of portfolio
10,143
Q1 2025 Added 19.67%
$266M
$1.47 Billion 0.52% of portfolio
294,458
Q4 2024 Reduced 2.75%
$430B
$1.29 Billion 0.46% of portfolio
10,829
Q4 2024 Reduced 1.78%
$20.1B
$1.26 Billion 0.45% of portfolio
30,528
Q4 2024 Added 0.04%
$8.29B
$1.26 Billion 0.45% of portfolio
10,500
Q1 2025 Reduced 27.59%
$37.7B
$1.09 Billion 0.39% of portfolio
14,009
Q4 2024 Reduced 9.58%
$52B
$1.05 Billion 0.37% of portfolio
9,706
Q1 2025 Added 0.2%
$265B
$971 Million 0.35% of portfolio
5,805
Q1 2024 Reduced 21.6%
$150B
$864 Million 0.31% of portfolio
2,772
Q1 2024 Reduced 5.75%
$957B
$786 Million 0.28% of portfolio
5,080
Q1 2025 Added 28.93%
$5.03B
$733 Million 0.26% of portfolio
28,388
Q1 2025 Added 0.11%
$284B
$646 Million 0.23% of portfolio
5,962
Q1 2025 Added 135.47%
$1.47B
$623 Million 0.22% of portfolio
40,800
Q1 2025 Reduced 2.39%
$1.01T
$599 Million 0.21% of portfolio
3,832
Q1 2025 Added 0.03%
$694B
$548 Million 0.2% of portfolio
1,029
Q3 2024 Reduced 6.79%
$570B
$538 Million 0.19% of portfolio
1,535
Q1 2024 Reduced 57.41%
$1.99B
$516 Million 0.18% of portfolio
75,000
Q1 2025 Reduced 1.32%
$741B
$497 Million 0.18% of portfolio
2,027
Q1 2024 Reduced 51.32%
$330B
$457 Million 0.16% of portfolio
10,955
Q1 2025 Added 10.13%
$957M
$418 Million 0.15% of portfolio
57,000
Q4 2024 Added 23.91%
$191B
$402 Million 0.14% of portfolio
736
Q1 2025 Added 0.41%
$112B
$357 Million 0.13% of portfolio
3,399
Q1 2024 Reduced 71.32%
$38.4B
$361 Million 0.13% of portfolio
7,887
Q1 2025 Added 0.6%
$66.4B
$369 Million 0.13% of portfolio
4,405
Q1 2024 Reduced 15.48%
$403B
$334 Million 0.12% of portfolio
2,387
Q1 2024 Reduced 14.96%
$144B
$328 Million 0.12% of portfolio
1,551
Q1 2024 Reduced 35.13%
$93B
$309 Million 0.11% of portfolio
2,532
Q1 2025 Added 0.28%
$1.72B
$317 Million 0.11% of portfolio
100,059
Q3 2024 Reduced 0.02%
$136B
$308 Million 0.11% of portfolio
4,339
Q1 2025 New
$1.74B
$317 Million 0.11% of portfolio
7,500
Q2 2024 Reduced 40.0%
$20.5B
$261 Million 0.09% of portfolio
4,197
Q1 2025 Reduced 1.06%
$781B
$243 Million 0.09% of portfolio
294
Q1 2024 Reduced 49.83%
$347B
$246 Million 0.09% of portfolio
1,174
Q2 2024 Reduced 3.53%
-
$266 Million 0.09% of portfolio
-
Q1 2025 New
$341M
$220 Million 0.08% of portfolio
100,000
Q4 2024 Added 300.0%
$60.4B
$236 Million 0.08% of portfolio
800
Q2 2024 New
$535B
$219 Million 0.08% of portfolio
400
Q4 2024 New
$7.02B
$235 Million 0.08% of portfolio
7,024
Q1 2025 Reduced 6.65%
$42.1B
$236 Million 0.08% of portfolio
4,887
Q1 2025 New
$102B
$219 Million 0.08% of portfolio
325
Q1 2025 New
$157B
$220 Million 0.08% of portfolio
1,430
Q3 2024 Reduced 9.49%
$51.4B
$210 Million 0.07% of portfolio
1,700
Q1 2025 New
$32.9B
$207 Million 0.07% of portfolio
10,628
Q1 2021 Added 15.92%
$2.51B
$112 Million 0.04% of portfolio
25,000
Q1 2023 New
$1.69B
$93.1 Million 0.03% of portfolio
21,500
Q1 2025 New
$490M
$64.1 Million 0.02% of portfolio
10,000
Q1 2025 Reduced 39.39%

Summary

  • Portfolio
  • No. of Stocks 102
  • Current Value $281 Billion
  • Prior Value $277 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
Track This Portfolio

Track Beirne Wealth Consulting Services, LLC Portfolio

Follow Beirne Wealth Consulting Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beirne Wealth Consulting Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beirne Wealth Consulting Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email